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Create a new independent business identity with its own Book, Test and Live environments, and history — then connect your workspace to it with explicit access and billing responsibility.

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Before you start

  • You must be an organization admin.
  • Accounts must be enabled for your workspace. See Enable Accounts.
  • Know the name of the business you are creating.
  • Decide the access level your workspace should have. See Access levels.
  • Decide who pays for this Account’s active Book use. See Billing responsibility.

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Steps

1

Open Accounts and click Add Account

In the sidebar, open Accounts. If the portfolio is empty, click Add Account. If you have existing connected Accounts, the Add Account button is in the page header.
2

Choose Create new

The Add Account page shows two tabs: Create new and Connect existing. Select Create new to create an independent Account identity rather than connecting to one that already exists.
3

Enter the Account name

Type the business name (up to 160 characters). This creates an independent business identity with isolated Test and Live environments.
4

Choose the access level

Select the access your workspace should have for this Account:
  • View only — Inspect readiness, Book state, Quotes, and Settings.
  • Integration access — Use the Account through approved API and component surfaces.
  • Full access — Operate the Book and approved commercial workflows.
Access can be reduced or revoked later. See Access levels for details.
5

Choose billing responsibility

Select who pays for this Account’s active Book use:
  • This workspace pays — Your workspace is billed for the connected Account’s active Books.
  • The connected Account pays — The new Account is billed for its own use.
Billing responsibility is explicit and separate from access. See Billing responsibility.
6

Click Create Account

Click Create Account. Kordless creates the Account identity, provisions Test and Live environments, and establishes the controller connection. You are redirected to the connected Account’s drill-down page.

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Success

You land on the connected Account’s detail page. It shows the Account name, the acting workspace, the access level, Book readiness (Not started), billing responsibility, and the Account ID. The connection is active immediately because your workspace created the identity.

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If it does not work

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Next

Access levels

What view, integration, and full access mean for a connected Account.

Monitor connected Accounts

Inspect readiness and status across connected Accounts.